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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $717,063 | $106,524+573.1% | $152,301+370.8% | $87,485+719.6% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.4%+0.5pp | 68.9%+14.0pp |
| Annual return | 13.36% | 26.89%-13.5pp | 80.50%-67.1pp | 26.06%-12.7pp |
| Employer contribution / active EE | $13,018 | $3,371+286.1% | $4,624+181.5% | $2,596+401.4% |
| Participant deferral / active EE | $13,185 | $6,525+102.1% | $8,004+64.7% | $4,274+208.5% |
| Admin fee / account holder | $190,452 | $8,287+2198.3% | $14,398+1222.8% | $7,775+2349.6% |